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港股異動丨三桶油逆勢走強,中石油升3%,機構稱再迎佈局良機
格隆匯8月7日丨港股主要指數下跌之際,“三桶油”逆勢上升,其中,中國石油股份升3%,中國海洋石油升近3%,中國石油化工升近2%。法興銀行分析師説,布倫特原油明年可能達到每桶100美元,而渣打銀行分析師則預測為98美元。渣打銀行團隊稱,本月石油日需求量將比供應量多280萬桶,從而進一步推動油價上升。另外,光大證券最新研報表示,截至2023年8月4日,中國石油、中國石化、中國海油A股PB-MRQ分別為0.99、0.90、1.42倍,H股PB-MRQ分別為0.91、0.80、0.85倍。站在當前時點,在破淨企業估值修復的基礎上,盈利穩定+分紅率高的企業將受到市場更多的關注,業績將成為下一階段“中特估”行情演繹的關鍵因素。“三桶油”通過油氣產量的增長和成本的管控,疊加天然氣盈利能力提升,業績表現亮眼,高業績將通過高股息率轉化為投資者回報,從而彰顯出現階段“三桶油”的投資價值。

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